Every day, you show up for others—through long hours, emotional demands, and the fast pace of healthcare. At SummitStone Retirement Partners, we recognize the dedication it takes to care for others, and we’re here to ensure your future reflects that same level of commitment.
Whether you're early in your career or thinking ahead to retirement, we provide personalized support to help you understand your benefits, safeguard your income, and feel confident about what’s next. Your future should be as thoughtful and dependable as the care you give—and we’re here to help you build it, step by step.
At SummitStone Retirement Partners, we know the demands of healthcare leave little time to think about your own future. You spend your days caring for others — and you deserve a retirement partner who will do the same for you. Our mission is simple: to help healthcare professionals Save, Plan, and Protect for the future with clarity and confidence.
From nurses and therapists to aides, technicians, and support staff, we understand that every career path is unique. That’s why our approach is personal. We take the time to explain your retirement benefits, design strategies that fit your life, and safeguard the income you’ve worked so hard to earn.
Our promise is to provide honest guidance, answer your questions, and walk alongside you through every important decision. Because when you dedicate your life to caring for others, your retirement deserves the same level of care and protection.
If you work in healthcare, this page is for you. We serve:
Your employer may offer a 403(b), 401(k), pension, or a combination of plans—but knowing how to take full advantage of these benefits isn't always straightforward. We break down the details, explain your options in plain language, and help you make confident, well-informed decisions about your retirement savings.
Whether you’re in the early stages of your career or approaching retirement, we work with you to build a personalized strategy that aligns with your lifestyle, financial goals, and family needs. We’ll help you see the bigger picture while addressing the smaller, practical steps to move forward.
When and how you file for Social Security can have a significant impact on your retirement income. We walk you through the available options, outline how your work history and income may affect your benefits and help you choose a timeline that fits your broader retirement goals.
Unexpected events can disrupt even the best-laid plans. We guide you through life insurance options, income protection strategies, and other tools to safeguard your financial well-being and ensure your loved ones are covered—no matter what the future holds.
We understand that planning for the future can feel overwhelming. That’s why we prioritize education and clarity, giving you the tools and insight you need to make informed decisions at your own pace. Our approach is grounded in support, not sales.
We offer phone and video consultations to make the process simple, convenient, and on your schedule.
Have questions about retirement, pensions, 401(k), 403(b) options, Social Security or life insurance? We're here to help. Whether you're just getting started or want a second opinion on your current plan, our licensed professionals are ready to guide you.
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